Member Info for unvrkw

I note that Glaxo is now pushing heavily into HIV investment and purchase of other businesses that are in this arena. it seems in order to keep or get their revenue stream up and running in growth is through HIV treatments. I wonder at any point whether odx becomes a target???

well they didn't loose that much for half year with xmas in the second half and buildup on the brands. this 89k they will I am sure make back in second half if things go ok, certainly shaken up the spiced rum market with the number of promos I have seen over the weeks. there are the promos in the big stores but for me when you also see the difference in the numbers of bars and pubs the products are now found in this area has really expanded. doesn't look like they got the jago main listing so they will I guess continue to work upon this. good luck, happy xmas

if similar to last year wont actually be until the end of feb. would actually hope that this is the next update, a poor xmas showing would lead to potential equity raising.

when a pub landlords goes out of their way to buy redleg rather than standard ones supplied and at Tesco prices it must be doing ok. I read amazon have one bottle left, this will be gone by tomorrow at the latest so they will have sold out. usual would be to restock and supply more but maybe this isn't possible? not sure.

topics and subject matters discussed. I don't hold at the minute, sold around the 28 pence mark but interesting times ahead?? http://www.proactiveinvestors.co.uk/companies/stocktube/4387/fox-marble-focused-on-building-order-book-after-malesheva-opening-4387.html

dr Cowley has now changed role I believe under the RTO. it states on his LinkedIn that he is looking for something else and a non exec role it stated the RTO wouldn't take over until the due diligence is done however I don't understand how this affects timelines as this could takes months and months but the dynamic of listing sits there in the background. time scale wise I have no idea now. there is the pressure to list but the doc takes full due diligence. obviously in the background I assume this area, development is already well known as this is part of a bigger plan to list areas, places that have potential but it stated due diligence to be done so it must. therefore I have no clear idea how all facets are accomplished soon.

well john is that you? I would expect maybe an rns next week of either a director buy or hitting a good percentage. no wonder when we saw a few sells we didn't really get a great fall, there has been two huge buys in the background buying up. bigger buys where the 9th and 10th, then balanced, some sells along the way but these two are I think significant and especially if held. lets see if Monday brings anything.

thanks for that insight. I don't subscribe to the magazine so I am unable to read but I note they question expansion against management of costs which in essence isn't that generally the question for all businesses that wish or need to grow? there was listing and BOD costs last year that wont reappear but granted new ones in paying for Guy and his team that will increase. they claim to be making more savings and changes now that will hit the bottom line, how much we shall see?? the potential is there just how they get from A to B. I like as expected they will try and leverage as much out of the hotels they have and get the others on line asap, I think Liverpool could be quicker than they declare but not Manchester this next year costs will increase but 2016 to 2017 is the year hotels start to come on line. to however say they are out of control I think its a little strong and not demonstrated as yet. I would hold steady, if you want divi its 8th jan, other wise I am awaiting till just before the agm trading update to then decide. this might draw back a bit now as the information flow slows as most stocks do.

have a good xmas everyone, I wonder what the new year will bring!! this is the portfolio hedge. some in gold, some in leisure, some in drink?? got to put a bit everywhere.

Full tonight, new years eve prices also quite steep in easy hotel world.

By mid 2016 we could have another four franchise, two owned hotels announced? So into 2016/2017 potential for around 8 new openings. If premier are doing double digit easyhotel should and must

coming back over the day after a few bigger sell trades, shall be interesting to see where this finishes, certainly doesn't seem to react and change direction over a day particularly quickly. gla

a price of 77, seems in some respect whilst the rise came from around 67 this is a great loss against slow sell over time? looks like the santa rally hasn't hit town, lets see next few days and more importantly next few years gla

There was £0.92 m million of one off fees. Listing, south Africa and termination fees. Now this won't drop to zero as other things take there place mostly I think new central recruitment but as time goes by these reduce as per overal costs and profit increase. New sites, locations are currently being negociated, therefore potential to add to the 12,000 proposed in the future. There are great prospects, super budget hotel that can use different locations and achieve far higher returns for the space have a future.

no idea, not sure in which direction this has gone but everything pretty stable.

well the concept of budget actually includes travel lodge and premier inn. there growth plans next 3 years in the UK are huge. so on top of this can easyhotel under cut and slice further into the budget world and take some of their customers? I expect new properties and franchises to be announced over the next few months even in the January update. they need many and if the other budget hotels are growing so must easyhotel. this will apply pressure onto premier inn etc and B&Bs

looks at this point as bein quite a quiet session, wouldn't do any harm and would be happy if it settled here until the feb update. never know however might get into the santa rally mood!!

they might/are struggling. it will be interesting therefore either way, if they did get pasted then maybe again something positive and big to look forward to. ah, all back to sleep again, give it another 6 months.

expect. they are now awaiting the drop to the bounce back in again!! we shall see, not sure the drop is yet, of course it could be but maybe a nice run until the new year and divi date past??

Budget brands to dominate UK hotel development over the next three years By Sophie Witts, 15-Apr-2015 Budget brands will make up 47 per cent of new hotel developments over the next three years, according to BDO’s latest Hotel Britain report http://www.bighospitality.co.uk/Trends-Reports/Budget-brands-to-dominate-UK-hotel-development-over-the-next-three-years